creating groups

Use this procedure to create a new group to which you can assign users. It is easier to create groups of users if you create the users first and then creating groups.

Create your user records first. See Creating users.

From the System menu, select Group Manager.

In the Group Manager window, click Add Group.

Add the Group Details for the group.

Active - check this checkbox to make the group active. When unchecked, this group cannot access any part of the system.
Name: enter the group name. Remember that groups are displayed alphabetically in the group folder hierarchy. Make sure you have given some thought to your group naming conventions prior to creating groups.
Description: enter a description that explains useful information about the group such as the department(s), access rights information or other pertinent information which will help identify the types of users that should be added to the group. This information is useful for other users to understand the group's purpose.
Group Folder: select the folder you want to place this group in. The default is the highest level Groups folder.

Select the Group Type(s) for the group.

Permission: select this group type if you are going to restrict group members' access to certain Admin Center functions. When you select this option, additional tabs (Tools, User Domain) for configuring group setting are displayed. Use the settings on these additional tabs to restrict this group's access rights to tools and domains in the system.
Public - check this option if you are creating a public user group. Public user groups have limited site access and cannot update content. Once you select this option, all of the workflow options are disabled as they do not apply to Public Users.
Workflow: select one or more workflow settings if users in this group will be performing the workflow functions listed.

Workflow Groups have the following characteristics:

They are tied to sites. For example: Mary is a Marketing Approver on the Internet site; Dave is a Finance Content Provider on the Intranet site.
They are not mutually exclusive. A user can have more than one Workflow Group. For example: Mary is in Marketing; and Mary is in Finance.
They can overlap each other. For example: Mary is both a Monitor and Approver.

Providers - select this option if members of this group will be responsible for creating (providing) content on the site(s).

Approvers - select this option if members of this group will be responsible for approving content created by other users or their own content.

Monitors - select this option if members of this group will be responsible for monitoring content changes for a portion or all of your site(s).

Page Owner: This option is displayed here if it has been turned on in the Global System Variables by the site administrator. By selecting this option for a group, you can assign the members of the group as owners of specific pages within the site. When editing a page in the page editor, a Page Owner drop-down is displayed in the Page Summary section. The drop-down displays the names of individuals who are members of a Page Owner group.

This option is disabled for Public User groups.
Personalization: select this option if you are going to provide members of this group with access to restricted areas of your web site(s).

Check the Make available for External Applications and PageTypes checkbox if you want this group to be available in drop-down boxes on forms you create. For example, when you create surveys, you can have drop-downs that contain a number of groups (e.g. departments) that your site's users can select from when completing the surveys.

Select the HTML Editors you want this group to have access to.

The HTML Editors section lists all HTML editors that have been registered for use with your Active Content Manager. In order for an editor to appear in this section, it must have been registered using the Register HTML Editors feature in the System Information Manager (system administrators only).

If you select the r.a.d. editor here, you can control which buttons and controls users have access to. You do this on the "r.a.d. editor" tab below.

If you select the Plain Text editor as well as the r.a.d. editor, users will be able to toggle back and forth between the plain text editing mode and the more word-processor like r.a.d. editor.

Make your selections in the Edit Mode section. Checked options will appear in the Page Editor when members of this group edit pages. Unchecking an option will remove the tab from the Page Editor for users of this group.

Click Save.

Complete the information on each of the tabs using the following procedures where you need assistance:

Creating groups